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Investment Assistant 12 month FTC

4 months ago

London, Greater London, United Kingdom Flair for Recruitment Full time
Are you an excellent communicator at all levels with the ability to provide support to team members when required? Do you have exceptional administration skills with a meticulous attention to detail?Our client, a leading Wealth Management firm, is looking for an Investment Assistant to join their London team.Your

responsibilities:
  • Support investment managers in developing and maintaining client relationships
  • Deal with any of the clients' needs and ensure their files are up to date
  • Produce and prepare draft suitability letters for investment managers
  • Deal with compliance related matters such as anti-money laundering documentation
  • Ensure all certificates are recorded and client money dealt with in line with CASS regulations
  • Deal with corporate actions, account statements, income statements, valuations, and standing orders
    Your skills and experience:
    • Excellent administration skills
    • Meticulous attention to detail
    • IT competent and familiar with MS Outlook, Word, and Excel
    • Able to work unsupervised
    • Exceptional team working skills
      If this sounds like you, please apply today.